Firm
Alpha Wealth Strategies
Cypress, Texas
Fee-only
Facts
| Based in | Cypress, Texas |
|---|---|
| Website | alphawealthstrategies.com |
| Phone | (281) 758-5252 |
Alpha Wealth Strategies fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $5,000,000 |
|---|
In the firm's words
"A minimum asset level of $5 million is required." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $220 million |
| Individual clients | 3 |
| Financial planning | Offered |
| Form ADV filed | April 23, 2026 |
| SEC record | CRD 139757 |